Pierce Kramer - Investment Advisor

Pierce joined the JDL team in 2025, bringing a lifelong interest in personal finance and a genuine passion for helping clients achieve their financial goals. He enjoys identifying opportunities to optimize every aspect of a client's financial picture, ensuring each dollar is working intentionally toward what matters most.

A lifelong Orange County resident, Pierce earned his Bachelor of Arts in Business Administration from Vanguard University. Before becoming an investment advisor, he worked as a project manager in the energy efficiency industry, collaborating with some of the nation's largest homebuilders to implement energy-saving solutions.

Outside of the office, Pierce enjoys traveling, scuba diving, gardening, and spending quality time with his wife, family, and friends.